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us:slobase:manual:c_modules:e_opportunities [dd/mm/Y H:i] bmertelj |
us:slobase:manual:c_modules:e_opportunities [dd/mm/Y H:i] (Trenutna) admin |
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| On the //Opportunities// tab all Opportunities can be seen. Opportunity list view is shown on the picture below. | On the //Opportunities// tab all Opportunities can be seen. Opportunity list view is shown on the picture below. | ||
| - | {{si:slobase:manual:c_modules:psi_priloznosti_pregled.png?450}} | + | {{us:slobase:manual:c_modules:opportunities.png?450}} |
| <note tip>Contents of this list representation are freely configurable. These lists can be evaluated automatically by the CRM system in order to call your attention to certain events. Find further information related to this topic in the [[../../../b_usage:g_views]] chapter. | <note tip>Contents of this list representation are freely configurable. These lists can be evaluated automatically by the CRM system in order to call your attention to certain events. Find further information related to this topic in the [[../../../b_usage:g_views]] chapter. | ||
| Vrstica 18: | Vrstica 18: | ||
| Click //New Opportunity// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Opportunity. A new window opens (see page below). | Click //New Opportunity// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Opportunity. A new window opens (see page below). | ||
| - | {{si:slobase:manual:c_modules:oppertunity.png?450}} | + | {{us:slobase:manual:c_modules:newopportunity.png?450}} |
| Enter the Opportunity information. Only information, relevant to you or to your business should be entered. Non relevant entry fields can remain empty or just give us a call and we will remove them. If several users have writing access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data are unified. Note the obligatory fields as they are marked by a [*] sign. | Enter the Opportunity information. Only information, relevant to you or to your business should be entered. Non relevant entry fields can remain empty or just give us a call and we will remove them. If several users have writing access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data are unified. Note the obligatory fields as they are marked by a [*] sign. | ||
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| </note> | </note> | ||
| ===== Opportunities Import and Export ==== | ===== Opportunities Import and Export ==== | ||
| - | A list of Accounts can be imported and exported at any time. Please see the [[../../../b_usage:j_importexport#Import and export data]] chapter for more detailed instructions on how to import and export Accounts. | + | A list of Accounts can be imported and exported at any time. Please see the [[../../../b_usage:j_importexport#Import and export data]] chapter for more detailed instructions on how to import and export Accounts. |
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| + | ===== Quick overview of Opportunities ===== | ||
| + | On Opportunity module we have prepared some additional filters which we find useful when reviewing the opportunities on daily basis. | ||
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| + | These filters can be found on the top of every view in Opportunity module. See picture below. | ||
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| + | {{us:slobase:manual:c_modules:opportunities_filters.jpg?450}} | ||
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| + | By choosing the owner of the opportunity and sales stage, you can quickly see how many and which opportunities someone has in closing or if he has enough new opportunities. | ||
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| + | These filters work in combination with the predefined views on the Opportunity module. You can save a view of all open opportunities for specific opportunity type (solution) and you use quick filters for choosing a specific sales person or/and sales stage. You can choose an individual or more sales people or sales stages at once. | ||
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| + | <note>Example: You have a constant view of "All open opportunities for Automotive". By using quick filters above the view you can see how many opportunities George has in sales stage 4-Closing.</note> | ||
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| + | You an read more about [[us:slobase:manual:b_usage:g_views|creating views here]]. | ||
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| + | ~~ODT~~ | ||